About Shannon James

My Vision

To empower individuals toward financial independence by integrating Behavioral Financial Planning (BFA™). I help clients recognize and manage the emotional biases that often derail financial decisions, fostering a path to prosperity built on clarity and conscious choice.

Financial Planning for Your Life and Business

I provide a relational, faith-based approach to holistic financial planning, combining the wisdom of a Behavioral Financial Advisor with the strategic expertise of a Certified Exit Planning Advisor (CEPA). This means we go beyond numbers—we help you understand the “why” behind your financial decisions and create strategies that protect and grow your wealth, your business, and your legacy.

As a CEPA, I partner with business owners to prepare for a successful exit—starting today. Together, we’ll build a plan for succession, continuity, and maximum transferable value so you can exit on your terms and secure your financial future.

My mission is simple: to help you align your financial choices with your faith and long-term well-being, so you can focus on what matters most—your purpose, your goals, and your generosity.

Who I Serve

I specialize in working with Christian professionals, business owners, and churches, helping them integrate faith and finance to:

Build lasting financial security
Create strategies for sustainable growth
Transfer wealth and business value to future generations

Committed to Community and Service

Beyond my professional work, I am passionate about giving back and making a meaningful impact. I actively support organizations such as Wine to Water, Room at the Inn, and Crisis Nursery, focusing on initiatives that bring hope and help to those in need. Through my partnership with Thrivent, I have led and participated in Thrivent Action Teams since 2018, dedicating time and resources to projects that strengthen and uplift our community.

Faith and family are central to my life. I cherish time with my husband, Joe, and our church family at Kennerly Temple Church of God in Christ (COGIC). When I’m not serving clients or volunteering, you’ll find me enjoying the simple joys of needlework or exploring the beauty and diversity of the United States on road trips.

Ready to Take the Next Step?

Let’s start building a plan that reflects your faith and your values, for your future—so you can live generously and lead with confidence.

Meet My Team

Riverside Wealth Advisors

Title: Team Practice
Website: https://connect.thrivent.com/riverside-wealth-advisors